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Total earnings from May 2000 to April 2024: $4,335.60.

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Tabular Portfolio Value

Holding 1
  • Cost: $1,000.00
  • Holding: May 2000
  • Fixed Rate: 3.60%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
2000 - Inflation: 1.91% Inflation: 1.52% 2000
Composite: 7.49% Composite: 6.69%
$1,000.00 $1,006.00 $1,012.40 $1,018.40 $1,024.80 $1,031.20 $1,037.60 $1,043.20
2001 Inflation: 1.52% Inflation: 1.44% Inflation: 1.19% 2001
Composite: 6.69% Composite: 6.53% Composite: 6.02%
$1,049.20 $1,054.80 $1,060.80 $1,066.40 $1,072.40 $1,078.00 $1,084.00 $1,089.60 $1,095.60 $1,101.60 $1,107.60 $1,113.20
2002 Inflation: 1.19% Inflation: 0.28% Inflation: 1.23% 2002
Composite: 6.02% Composite: 4.17% Composite: 6.10%
$1,118.80 $1,124.00 $1,129.60 $1,135.20 $1,140.80 $1,144.80 $1,148.80 $1,152.80 $1,156.80 $1,160.40 $1,164.40 $1,170.40
2003 Inflation: 1.23% Inflation: 1.77% Inflation: 0.54% 2003
Composite: 6.10% Composite: 7.20% Composite: 4.70%
$1,176.00 $1,182.00 $1,188.00 $1,194.00 $1,200.00 $1,207.20 $1,214.40 $1,221.60 $1,228.80 $1,236.00 $1,243.20 $1,248.00
2004 Inflation: 0.54% Inflation: 1.19% Inflation: 1.33% 2004
Composite: 4.70% Composite: 6.02% Composite: 6.31%
$1,252.80 $1,257.60 $1,262.80 $1,267.60 $1,272.40 $1,278.80 $1,285.20 $1,291.60 $1,298.00 $1,304.40 $1,310.80 $1,317.60
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 6.31% Composite: 7.24% Composite: 9.40%
$1,324.40 $1,331.20 $1,338.40 $1,345.20 $1,352.00 $1,360.00 $1,368.00 $1,376.40 $1,384.40 $1,392.80 $1,400.80 $1,411.60
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 9.40% Composite: 4.62% Composite: 6.76%
$1,422.40 $1,433.20 $1,444.40 $1,455.60 $1,466.80 $1,472.40 $1,478.00 $1,483.60 $1,489.20 $1,494.80 $1,500.80 $1,509.20
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 6.76% Composite: 6.06% Composite: 6.72%
$1,517.60 $1,526.00 $1,534.40 $1,542.80 $1,551.60 $1,559.20 $1,567.20 $1,574.80 $1,582.80 $1,590.80 $1,598.80 $1,607.60
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 6.72% Composite: 8.53% Composite: 8.61%
$1,616.40 $1,625.60 $1,634.40 $1,643.60 $1,652.40 $1,664.00 $1,675.60 $1,687.20 $1,699.20 $1,710.80 $1,722.80 $1,734.80
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 8.61% Composite: 0.00% Composite: 6.72%
$1,747.20 $1,759.60 $1,772.00 $1,784.40 $1,796.80 $1,796.80 $1,796.80 $1,796.80 $1,796.80 $1,796.80 $1,796.80 $1,806.80
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 6.72% Composite: 5.17% Composite: 4.35%
$1,816.80 $1,826.80 $1,836.80 $1,846.80 $1,857.20 $1,865.20 $1,873.20 $1,881.20 $1,889.20 $1,897.20 $1,905.20 $1,912.00
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 4.35% Composite: 8.28% Composite: 6.72%
$1,918.80 $1,926.00 $1,932.80 $1,939.60 $1,946.80 $1,960.00 $1,973.20 $1,986.80 $2,000.00 $2,013.60 $2,027.20 $2,038.40
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 6.72% Composite: 5.84% Composite: 5.39%
$2,049.60 $2,060.80 $2,072.40 $2,084.00 $2,095.20 $2,105.20 $2,115.20 $2,125.60 $2,135.60 $2,146.00 $2,156.40 $2,166.00
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 5.39% Composite: 4.80%
$2,175.60 $2,185.20 $2,194.80 $2,204.80 $2,214.40 $2,223.20 $2,232.00 $2,240.80 $2,249.60 $2,258.80 $2,267.60 $2,276.40
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 4.80% Composite: 5.47% Composite: 5.11%
$2,285.60 $2,294.80 $2,303.60 $2,312.80 $2,322.00 $2,332.40 $2,342.80 $2,353.60 $2,364.00 $2,374.80 $2,385.60 $2,395.60
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 5.11% Composite: 1.97% Composite: 5.17%
$2,405.60 $2,416.00 $2,426.00 $2,436.40 $2,446.40 $2,450.40 $2,454.40 $2,458.40 $2,462.40 $2,466.40 $2,470.40 $2,480.80
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 5.17% Composite: 3.76% Composite: 6.41%
$2,491.60 $2,502.00 $2,512.80 $2,523.60 $2,534.40 $2,542.40 $2,550.00 $2,558.00 $2,566.00 $2,574.00 $2,582.00 $2,595.60
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 6.41% Composite: 5.60% Composite: 6.12%
$2,609.20 $2,623.20 $2,636.80 $2,650.80 $2,664.80 $2,677.20 $2,689.60 $2,702.00 $2,714.40 $2,726.80 $2,739.60 $2,753.20
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 6.12% Composite: 5.86% Composite: 5.96%
$2,767.20 $2,781.20 $2,795.20 $2,809.20 $2,823.60 $2,837.20 $2,850.80 $2,864.80 $2,878.40 $2,892.40 $2,906.40 $2,920.80
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 5.96% Composite: 5.03% Composite: 5.66%
$2,934.80 $2,949.20 $2,964.00 $2,978.40 $2,993.20 $3,005.60 $3,018.00 $3,030.80 $3,043.20 $3,056.00 $3,068.40 $3,082.80
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 5.66% Composite: 4.68% Composite: 5.31%
$3,097.20 $3,111.60 $3,126.00 $3,140.40 $3,155.20 $3,167.20 $3,179.60 $3,192.00 $3,204.40 $3,216.80 $3,229.20 $3,243.20
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 5.31% Composite: 7.20% Composite: 10.85%
$3,257.60 $3,271.60 $3,286.00 $3,300.40 $3,314.80 $3,334.40 $3,354.00 $3,374.00 $3,394.00 $3,414.00 $3,434.00 $3,464.40
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 10.85% Composite: 13.39% Composite: 10.20%
$3,495.20 $3,526.00 $3,557.20 $3,588.40 $3,620.40 $3,659.60 $3,699.60 $3,739.60 $3,780.40 $3,821.20 $3,862.80 $3,894.80
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 10.20% Composite: 7.04% Composite: 7.61%
$3,927.20 $3,960.00 $3,993.20 $4,026.40 $4,060.00 $4,083.60 $4,107.20 $4,130.80 $4,154.80 $4,178.80 $4,202.80 $4,229.20
2024 Inflation: 1.97% - 2024
Composite: 7.61%
$4,255.60 $4,282.00 $4,308.80 $4,335.60
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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